Totaco Ltd

Relationship Manager

Location: Liverpool

Type: Permanent

Salary: £50,000 to 80,000 Per Year

Posted on: 22/07/2023

Are you a seasoned Relationship Manager with a passion for Financial Services Sales? Are you skilled in both the Hunter and Farmer Sales approaches? Do you possess a track record of successfully engaging in deep “business” conversations with C-Suite executives and IFA business owners? If so, we have a fantastic opportunity for you!

Our client, a leading Inheritance Tax service provider, is currently seeking a dynamic and experienced Relationship Manager to join their dedicated team. This is a rare chance to work with a prestigious company that takes pride in providing top-notch financial solutions to its clients.

Key Responsibilities:

  • Utilize your 2 to 5 years of proven Financial Services Sales and/or Support experience to build and maintain strong relationships with existing and potential clients.
  • Implement the Hunter Sales approach to actively seek out new business opportunities and expand the client base.
  • Employ the Farmer Sales approach to nurture and grow existing client relationships, ensuring their continued satisfaction and loyalty.
  • Confidently approach and engage in deeper “business” conversations with key decision-makers, including C-Suite executives and IFA business owners.
  • Identify clients’ financial needs and tailor solutions to address their specific requirements effectively.
  • Collaborate with the internal teams to ensure smooth onboarding and provide exceptional customer support throughout the client journey.

Required Skills and Qualifications:

  • 2 to 5 years of proven experience in Financial Services Sales and/or Support.
  • A successful track record in utilizing the Hunter and Farmer Sales approaches to drive business growth.
  • Exceptional communication and interpersonal skills, enabling you to confidently engage with C-Suite executives and IFA business owners.
  • Strong understanding of financial products and services within the Inheritance Tax domain (training will be provided to the right candidate).
  • Proactive, self-motivated, and results-driven attitude.
  • Ability to work independently and as part of a collaborative team.

Company Benefits:

  • Competitive compensation package.
  • Comprehensive training and ongoing professional development opportunities.
  • Work with a leading Inheritance Tax service provider that values its employees and clients alike.
  • Be part of a dynamic and supportive team dedicated to achieving excellence.

Join our client’s vibrant team and take your career in Financial Services Sales to new heights!

To apply, please send your updated CV and a cover letter detailing your relevant experience to